Carol I had a great working session with Chad Smith today! Although he is personable and down-to-earth, dont be fooled: Chad is also very knowledgeable, and able to explain things to me in a way I could understand. He answered all my questions, brought a perspective to what I was trying to accomplish, and made some excellent recommendations from someone who was obviously an expert. This is exactly what I was seeking, and I look forward to future engagement with him and the Heritage Financial team!
5 /5
